Congress SMid Growth ETF
CSMD
18 hedge funds and large institutions have $246M invested in Congress SMid Growth ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 6 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
2% more capital invested
Capital invested by funds: $242M → $246M (+$4.37M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.96% less ownership
Funds ownership: 102.33% → 98.36% (-4%)
14% less funds holding
Funds holding: 21 → 18 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$13.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.87M |
| 3 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$3.49M |
| 4 |
Rockefeller Capital Management
New York
|
+$1.49M |
| 5 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$1.65M |
| 2 |
FW
FullCircle Wealth
Dallas,
Texas
|
-$1.03M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$330K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$260K |
| 5 |
Goldman Sachs
New York
|
-$229K |
CSMD Hedge Fund Activity: Q1 2025 in Review
18 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Congress SMid Growth ETF (CSMD) for Q1 2025, worth a combined $246M — up 1.8% from $242M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CSMD and 3 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 8 added.
The largest buyer was Hantz Financial Services, adding an estimated $13.1M. The largest seller was Congress Asset Management, exiting entirely with an estimated $1.65M sold.
- 18 institutional investors held Congress SMid Growth ETF (CSMD) as of Q1 2025, down from 21 in Q4 2024.
- Funds reported $246M of Congress SMid Growth ETF stock for Q1 2025, up 1.8% quarter-over-quarter.
- 3 funds opened new Congress SMid Growth ETF positions in Q1 2025 and 6 closed out, a net change of -3 holders.
- The largest Congress SMid Growth ETF buyer in Q1 2025 was Hantz Financial Services, an estimated $13.1M added.
- The largest Congress SMid Growth ETF seller in Q1 2025 was Congress Asset Management, an estimated $1.65M sold.
Based on aggregated 13F filings for Q1 2025.